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Advisers providing personal advice may have an exemption regarding complying with Target Market Determination but confusion remains around proving the use of the information obtained.
Bucking the trend of declining adviser numbers, Clime Investment Management wants to increase its adviser network by 5%-10% over the next calendar year.
Funds under management in managed accounts have risen to $131.6 billion with particular growth seen in the separately-managed account space.
The Government has been accused of ‘cherry-picking’ issues for the Quality of Advice Review following the publication of its terms of reference while financial advisers are urged to make a submission.
Legislating a principle-based regulation framework should be considered carefully and not be a “knee-jerk reaction for popular support”, according to Synchron.
